Your industry · Your work OS
Your offers stay accessible after the sales meeting.
Share an application that presents your offers and collects prospect enquiries. Your team starts the follow-up with the submitted criteria without exposing its sales portfolio.
What customers can do with your application.
What customers browse: Your approved catalogue, its published conditions and ways to request a conversation.
What you receive: The chosen offer, stated criteria, question and contact details.
Your benefit: Resume contact with the criteria the prospect has expressed.
Which published offer matches the criteria I described?
What differences are listed between these services?
Please contact me about this offer.
Illustrative examples of the journey to configure. A submitted enquiry is not an accepted service order or a confirmed appointment.
An enquiry is neither a sale nor a contractual proposal. Discounts, quotes and payments are not automatically included.
Your initial scope and extensions.
The Customer AI Application includes your company identity, an authorised offer catalogue, conversational search, contextual enquiries, an administration dashboard and WebApp, plus initial configuration and launch testing.
Additional team workflows: Needs, objections, discussed offers, responsibilities, drafts and commitment follow-up.
Booking journeys, business integrations, private documents and the internal workspace are defined separately, according to available features and the quote. They are not automatically added to the customer application.
Workflow example
Pass the opportunity to the next salesperson.
A salesperson reviews a warm prospect and the product discussed.
The new exchange reveals an objection requiring manager input.
The owner and collaborator see the permitted context.
The reviewed next action keeps the commercial commitment attached.
Fictional illustration. Available capabilities, sources and access depend on your environment; conditions are explained below.
Sales organizations: keep every commitment actionable
On this page
Recover the original request
The need may appear in an authorized call, meeting or message. The relationship should preserve what interested the customer and the reasons for a rejection or delay.
Prepare the relevant next step
Before sending a proposal or calling back, consult the context and validated offer. A mission identifies the owner, agreed deadline and decisions required.
Coordinate without repeating
Groups can preserve approved scripts and procedures. The manager retrieves blocked situations within their scope; the colleague taking over keeps the accessible history.
Keep responsibilities clear
The draft, send operation, reply and customer decision are separate steps. The workflow must show their results and must not present a preparation as a completed sale.
Professional scope and responsibilities
AlefOS does not guarantee revenue or replace contracts, invoicing or official sales records. It supports relationship continuity and actions available in the OS.
Your team’s tools
Explore features, connections and access rules in the AlefOS documentation.
Explore the documentation ↗Continue exploring
This workflow uses capabilities configured in your company’s environment, under your brand. Your team can use a compatible assistant to consult authorized context through its configured MCP connection. Understand your AI connection ↗